Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$18K Sell
854
-623
-42% -$13.1K ﹤0.01% 804
2024
Q4
$50.9K Buy
1,477
+893
+153% +$30.7K ﹤0.01% 641
2024
Q3
$14.2K Buy
584
+23
+4% +$557 ﹤0.01% 809
2024
Q2
$16.2K Sell
561
-490
-47% -$14.2K ﹤0.01% 790
2024
Q1
$28.5K Buy
1,051
+811
+338% +$22K ﹤0.01% 690
2023
Q4
$6.89K Buy
240
+105
+78% +$3.02K ﹤0.01% 841
2023
Q3
$3.45K Buy
135
+24
+22% +$613 ﹤0.01% 901
2023
Q2
$4.04K Buy
+111
New +$4.04K ﹤0.01% 867